Received single trust distribution in 2015. Are federal taxes witheld by the trustee in preparation of income taxes?
Hello, It is recommended that you consult with the trustee as to what the terms of the trust provide as to the payment of taxes.
San Ramon, CA
Estate planning Lawyer at San Ramon, CA
Practice Areas: Estate Planning, Elder Law ... +2 more
Hello, It is recommended that you consult with the trustee as to what the terms of the trust provide as to the payment of taxes.
Hello, You may be eligible for Social Security survivor's benefit. Contact your local social security department to evaluate your situation.
Hello, Contact the attorney who assisted you about your desire to have a co-guardian. The attorney needs to notify the court and obtain approval.
Hello, If you are the trustee, then you should have a copy to administer the trust. It is recommended that you contact the Grantor -- person...
Hello, If your Dad has a power of attorney, then the agent should take charge and manage his assets. If not, then if you are interested in...
Hello, The attorney is not required to fund the trust, but should advise the client of the importance of funding the trust and how to do it.
Hello, If those are the rules of the TRS, then they cannot be changed. Your husband can make other arrangements in his estate plan for you.
Hello, If you have solid proof that the testatrix was unduly influenced then it is recommended that you consult with a local attorney to review...
Hello, Yes, a court order or your Mom's consent is needed to access her bank account.
Hello, It depends on the terms of the trust. Have the trustee review and advise.